ETRE LLC

135 Garden Street
Cambridge, Massachusetts 02138-6721
Tel: 617-945-9401

About ETRE LLC

ETRE LLC, formally registered with the SEC as ETRE LLC. The firm was established in 04/29/2022. They have over 1 offices throughout the country.

ETRE LLC is a Cambridge, Massachusetts based Financial Planning firm with nearly $172,662,645 assets under management, offering retirement planning & investment advisory services to 54 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	121355
SEC#	801-124815
Assets Managed by Firm	$172,662,645
No. of Clients	54
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	54	$172,662,645
Individuals (other than high net worth individuals)	10	$4,343,679
High net worth individuals	44	$168,318,966

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